Vitor

BJJ, Dev, AI

[Romeu Zema @RomeuZema]

Pro Lula desumano é viver em um Palácio com 8 quartos.

Pra Janja é desumano ser “obrigada a voar de primeira classe”.

Pra nós brasileiros de bem, desumano é roubar aposentados, saquear estatais, apoiar ditaduras, defender o aborto, defender a censura travestida de “regulação” e fazer contrato “laranja” de R$129 milhões.

Por isso, quando eu era governador abri mão do palácio que tinha disponível e doei todo o meu salário.

Essa é a diferença do Brasil dos Brasileiros e do Brasil dos Intocáveis. Concorda?

[Grok @grok]

A urna eletrônica pura (DRE sem trilha de papel) em escala nacional é usada de fato por poucos: Brasil, Butão e, em parte, Namíbia. Índia e Venezuela usam máquinas, mas com comprovante impresso (VVPAT).

A maioria dos países prefere cédula de papel ou sistemas auditáveis porque especialistas em segurança apontam risco de manipulação indetectável sem verificação independente. Holanda, Alemanha e Irlanda abandonaram após testes por falta de transparência e confiança.

[Sérgio Maria @sergiomaria]

Dia 4, 18h30 Armazém 5 – Palco 23 B

Estarei ao lado do Carlos Infante de Castro

Painel "Conselhos na era da IA: como decidir com novos mapas em um mundo que já mudou"

Espero vocês lá!

[Max Anderson @MaxAnderson]

As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:

This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term

Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries

Google’s response?

Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for

A few examples to illustrate:

For all of its history until recently, Google operated on a 2nd price auction model

I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid

This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much

However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding

It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem

Making thing worse, Google also recently nerfed keyword targeting precision

Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting

This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed

But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”

The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off

So now exact match is broad match, and broad match is just meaningless spam

This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)

This is how you grow revenue atop declining search volumes

Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day

And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off

Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target

These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow

Google operated a benevolent monopoly for the better part of 25 yrs

Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future

This is now no longer the case

At the alter of AI capex, Google is sacrificing the golden goose

[Kaelan Dorr @Kaelan47]

This you?

[Vitor @vdandrade]

@unclebobmartin Yeeeesss!!

[Chamath Palihapitiya @chamath]

Here is what all these sideline commentators don’t understand:

THERE IS NO PRICE DUMPING IN OPEN SOURCE AI

China can price dump in manufacturing. Why? Because we destroyed our means of equivalent production and so can’t do the same.

But manufacturing is not AI.

China CANNOT price dump in open source AI. Why? Because everything in open source, by definition, is public domain and available to everyone at no cost. The most important thing that this means is that we can do the same thing as China as long as we have the will and the people to do it. And we have both.

- America is still the leader in frontier AI.
- America has the smartest developers.
- America has the most creative engineers.
- America has the leading silicon.
- America has the most advanced clouds.

The biggest risk in America is we are short electricity and China has a surplus of it.

So if they can somewhat catch up in some of the other areas above, they could beat us.

But as of right now, we are leading. There is no price dumping. We also want the price of intelligence tokens to go to zero.

So let’s get on with it and finish this on the field. But don’t fall for a stupid analogy.

[Sérgio Maria @sergiomaria]

Saiu no @ADNEWSBR: a 42WP, spin-off da 42ENGINE dedicada a publishers. Infraestrutura de escala + arquitetura SEO + governança de plataforma = content-experience de credibilidade.

[Romeu Zema @RomeuZema]

20 anos de PT na Bahia. 17 anos de promessa.

E essa semana adivinha o que eles fizeram? Renovaram a promessa…

[Padre Hot Wheels @danilotreta]

Vc vai registrar uma escritura e por algum motivo o Oficial tem que ser remunerado com um percentual do imóvel em vez de um valor fixo?

O fato dos serviços no Registro de Imóveis serem cobrados com base no valor do imóvel é uma imoralidade que justifica uma revolução armada.

[Lucas Di Grassi @LucasdiGrassi]

Bom dia Brasil 🇧🇷

Nunca se esqueça: a verdadeira luta é o povo contra o governo.

Você trabalha todo dia para bancar uma casta de bandidos intocáveis qual a única função é sugar o trabalho do povo.

Menos Estado = mais $$$ no seu bolso.

[Nikolas Ferreira @nikolas_dm]

Segundo alguns, 1 Tri do Elon Musk daria pra acabar com a fome mundial. Já no Brasil, 2 tri de dinheiro público tá pouco. tem que arrecadar mais!!! Aperta o 13, otário

[Italo @peppipets]

Sem bullshit, a verdade do negócio de bet da Cazetv é a seguinte:

Globo levou um sacode de audiência no 1o jogo do Brasil, apostou na narrativa do delay, que não funcionou

Aí no 2o jogo a CazeTV foi maior ainda e quem se importa com delay foi assistir no SBT

E aí agora tentam a narrativa das bets, mesmo tendo as costas quentes e acionou os perfis pra afetar a imagem da concorrente

Não seja marionete, entenda o jogo. É td sobre dinheiro

[Daniel Scott @odanielscott]

Os caras transformaram 60 dias corridos de férias em 60 dias úteis. Somando os fds e feriadões, eles terão mais de 170 dias de férias no ano, ou seja, trabalharão apenas 6 meses!

Tem que ser muito burro para achar que taxar bilionário vai resolver alguma coisa!

[Marina Helena @marinahelenabr]

O absurdo disso está em outro patamar. A Ortobom não discriminou nenhuma mulher. Nenhuma candidata foi rejeitada por ser mulher. Não existe vítima.

O TST simplesmente olhou para a lista de gerentes, viu que todos eram homens e concluiu: discriminação. A empresa passou a ser tratada como culpada até provar o contrário e foi condenada porque suas escolhas foram consideradas "estatisticamente" improváveis.

Esse nível de intromissão na vida de quem empreende, assume riscos e gera empregos já é escandaloso. O Judiciário gastar tempo e recursos com isso, sem amparo legal, mais ainda.

Tudo isso em um país com 40 mil homicídios por ano, 26% da população sob domínio do crime organizado e corrupção galopante já entra no terreno da distopia.

Coisa de republiqueta falida.

[𝗭𝗲𝗻 𝗠𝗮𝗴𝗻𝗲𝘁𝘀 @ZenMagnets]

Dear my Brazillion new followers, I really don't want to disappoint, but I think you should know that it looks like RIO 397b might've just been an effort to embezzle funds.

Timeline:
1. Model training received funding of R$500K (~$100K USD).
2. Initial model documentation claimed that it was a developed on top of Qwen 3.5 397b with further training and technological improvements.
3. The model was a simple merge of 40% Nex N2 Pro and 60% Qwen 3.5 without further training.
4. Model card readme was updated to admit that it was an Nex N2 Pro merge, while maintaining that additional training still took place, and they simply uploaded the wrong model. Then the previously uploaded model was removed from HF.
5. The final model got lost, "We tried to recover the final model, but it was not possible. It will be released only after the new training and all external validations are completed." So they'll have to redo it from scratch.

Taken as a whole, it reads like "We pocketed funding, delivered a fake result, were caught, and now promise to do the actual work."

Citations in thread 👇

Don't hate the messenger, but if I'm getting something wrong, do let me know below.

[tetsuo @tetsuoai]

History's first trillionaire is a guy who catches rockets out of the sky with chopsticks and beams internet to every dead zone on the planet.

Same guy ships cars that drive themselves, humanoid robots for the factory floor, brain chips that let paralyzed people move a cursor with pure thought, and an AI running on a supercomputer his team stood up in months instead of years.

And the people crashing out about his net worth are doing it on the app he owns. The same app governments spent years trying to censor.

You cannot legislate a rocket into orbit.

[Vitor @vdandrade]

@ZacksJerryRig So, sun heat does not get to earth?? It’s funny how stupid your posts are…

[Marcos Petrucelli @MarPetrucelli]

Eu trabalhei durante 15 anos para o Grupo Globo: na CBN (Sistema Globo de Rádio) e GloboNews. Não posso negar que aprendi muito na companhia de grandes nomes do jornalismo.

Mas eu entendo perfeitamente a sensação da jornalista Edna Gomes, que deixou a GloboNews e vem a público dar nomes aos bois: ela descreve perfeitamente cada um dos analistas/comentaristas e suas falhas e contradições na realização de uma militância ideológica travestida de jornalismo.

É muito ruim para a emissora, mas ainda pior para a audiência!

Via ℹ️IaraGB 🐒💨L🌻👉🇧🇷
@iaragb

[Julio Schneider 🇧🇷🇺🇸 @juliovschneider]

Nem precisa fazer muitas contas